Which is more effective for increasing your family’s overall wealth: A. An increase in your investment portfolio or B. A reduction in your taxes? The answer is often B: a reduction in taxes! [...]
Have fun teaching financial concepts to your children. Try one of these 5 activities. 1. Discuss the simple concepts of how money is earned (Mommy and Daddy go to work each day) and [...]
On September 1, 2015, Texas joined the the majority of states that recognize “transfer on death” (TOD) deeds. By filing the deed while alive, Texas real estate owners can transfer their property after [...]
Plan Sponsors are not retirement plan consultants. Normally, it is a task relegated to you as part of your position. But since it is not a core activity to operations, it often falls [...]
One part of this answer is “as soon as you can”. First consider the demographic avalanche that is coming down the pipeline as baby boomers retire. Personal reasons for selling your business could [...]
To create a higher sale price for your business, an entrepreneur must consider the three primary elements of value and create a strategy for increasing value drivers in each one: the market place, business value drivers and your team of advisers.